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Tortoise Investment Management’s Ventas VTR Stock Holding History

Tortoise Investment Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$2.38K – 1426
2025
Q3 		$2.38K Buy
34
+30
+750% +$2.02K ﹤0.01% 842
2025
Q2 		$253 Buy
+4
New +$261 ﹤0.01% 1194
2016
Q1 		– Sell
-578
Closed -$33K – 434
2015
Q4 		$33K Buy
+578
New +$31.4K 0.01% 236

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tortoise Investment Management's VTR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Ventas (VTR) in Q4 2025, closing a stake of 34 shares — an estimated $2.38K sold.

Tortoise Investment Management first reported a position in VTR in Q4 2015 and held it in 3 quarters. The position peaked at $33K in Q4 2015. 929 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 34 Ventas shares in Q4 2025, an estimated $2.38K.
  • Tortoise Investment Management first reported a position in Ventas in Q4 2015 and held it in 3 quarters.
  • Tortoise Investment Management's Ventas position peaked at $33K in Q4 2015.
  • 929 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.